Wealth Business Manager / Wealth Vertical Lead

• Develop and implement comprehensive wealth management strategies for clients.
• Build and maintain strong relationships with high net worth individuals and businesses.
• Conduct thorough needs analysis to understand client requirements and provide tailored solutions.
• Collaborate with internal teams to ensure seamless delivery of services.
• Identify new business opportunities and grow existing client relationships.
• Stay up-to-date with market trends and regulatory changes.

• Proven experience in wealth management or a related field.
• Strong knowledge of financial products and services, including investment planning and portfolio management.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a fast-paced environment and meet deadlines.
• Strong analytical and problem-solving skills.
• Experience working with high net worth clients is an asset.

A.C. Agarwal is a leading share broker company committed to providing exceptional service and solutions to its clients. We are dedicated to building long-term relationships with our customers and delivering value-added services.